See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,966 | $60,989+241.0% | $60,874+241.6% | $66,914+210.8% |
| Participation rate | 99.0% | 74.5%+24.6pp | 73.1%+25.9pp | 69.8%+29.2pp |
| Annual return | -13.82% | -9.60%-4.2pp | 16.90%-30.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $11,228 | $2,661+322.0% | $2,701+315.6% | $2,544+341.3% |
| Participant deferral / active EE | $14,421 | $3,615+299.0% | $3,817+277.8% | $4,237+240.4% |
| Admin fee / account holder | $10 | $338-97.1% | $3,224-99.7% | $593-98.3% |